See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,994 | $76,000+11.8% | $154,107-44.8% | $64,186+32.4% |
| Participation rate | 28.6% | 70.4%-41.8pp | 83.0%-54.5pp | 69.6%-41.0pp |
| Annual return | -3.69% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $216 | $3,351-93.6% | $5,298-95.9% | $2,381-90.9% |
| Participant deferral / active EE | $1,403 | $3,175-55.8% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $6,506 | $5,596+16.3% | $13,411-51.5% | $4,888+33.1% |